Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

Concurrent Investment Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.71 Trillion distributed in 1120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $123B, Spdr S&P 500 ETF Trust with a value of $103B, Vanguard Index Fds S&P 500 ETF with a value of $100B, Nvidia Corp with a value of $81B, and Microsoft Corp with a value of $79B.

Examining the 13F form we can see an increase of $327B in the current position value, from $3.39T to 3.71T.

Concurrent Investment Advisors, LLC is based out at Tampa, FL

Below you can find more details about Concurrent Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.71 Trillion
Technology: $478 Billion
Financial Services: $258 Billion
Consumer Cyclical: $228 Billion
Industrials: $152 Billion
Healthcare: $132 Billion
Consumer Defensive: $127 Billion
Communication Services: $123 Billion
Energy: $86.2 Billion
Other: $141 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Billion 0.39% of portfolio
42,187
Q4 2024 Added 17.3%
$243B
$14.1 Billion 0.38% of portfolio
40,170
Q4 2024 Added 12.87%
$0
$14 Billion 0.38% of portfolio
398,068
Q4 2024 Added 26.47%
$0
$14 Billion 0.38% of portfolio
289,085
Q4 2024 Added 22.71%
$425B
$13.6 Billion 0.37% of portfolio
20
Q3 2024 Reduced 4.76%
$199B
$13.9 Billion 0.37% of portfolio
91,144
Q4 2024 Reduced 0.09%
$0
$13.9 Billion 0.37% of portfolio
71,019
Q4 2024 Reduced 4.36%
$0
$13.4 Billion 0.36% of portfolio
701,093
Q4 2024 Added 0.52%
$400B
$13.5 Billion 0.36% of portfolio
93,525
Q4 2024 Reduced 8.07%
$337B
$13.2 Billion 0.35% of portfolio
74,113
Q4 2024 Added 7.2%
$0
$13.1 Billion 0.35% of portfolio
74,507
Q4 2024 Added 9.92%
$0
$13.1 Billion 0.35% of portfolio
94,282
Q4 2024 Added 2.06%
$0
$13 Billion 0.35% of portfolio
53,882
Q4 2024 Added 6.47%
$0
$12.6 Billion 0.34% of portfolio
413,513
Q4 2024 Added 15.04%
$0
$12.8 Billion 0.34% of portfolio
57,763
Q4 2024 Added 5.63%
$299B
$12.2 Billion 0.33% of portfolio
83,976
Q4 2024 Reduced 8.58%
$0
$11.8 Billion 0.32% of portfolio
199,258
Q4 2024 Added 2.44%
$0
$11.9 Billion 0.32% of portfolio
302,278
Q4 2024 Added 1,026.05%
$380B
$11.7 Billion 0.31% of portfolio
265,343
Q4 2024 Reduced 0.17%
$462B
$11.5 Billion 0.31% of portfolio
12,508
Q4 2024 Added 42.18%
$0
$11.5 Billion 0.31% of portfolio
225,129
Q4 2024 Added 46.17%
$0
$11 Billion 0.3% of portfolio
159,086
Q4 2024 Added 31.35%
$0
$11.3 Billion 0.3% of portfolio
42,657
Q4 2024 Reduced 0.6%
$0
$10.9 Billion 0.29% of portfolio
117,279
Q4 2024 Added 4.23%
$451B
$10.7 Billion 0.29% of portfolio
11,959
Q4 2024 Added 34.4%
$493B
$10.8 Billion 0.29% of portfolio
21,333
Q4 2024 Reduced 3.03%
$0
$10.9 Billion 0.29% of portfolio
45,301
Q4 2024 Added 25.02%
$0
$10.9 Billion 0.29% of portfolio
227,092
Q4 2024 Added 2.24%
$226B
$10.5 Billion 0.28% of portfolio
47,643
Q4 2024 Added 38.46%
$0
$10 Billion 0.27% of portfolio
50,683
Q4 2024 Added 0.06%
$276B
$9.68 Billion 0.26% of portfolio
155,496
Q4 2024 Reduced 9.97%
$0
$9.79 Billion 0.26% of portfolio
54,962
Q4 2024 Reduced 0.4%
$221B
$9.5 Billion 0.26% of portfolio
95,483
Q4 2024 Reduced 18.59%
$0
$9.84 Billion 0.26% of portfolio
127,336
Q4 2024 Reduced 11.62%
$0
$9.33 Billion 0.25% of portfolio
151,986
Q4 2024 Reduced 10.68%
$192B
$9.34 Billion 0.25% of portfolio
25,747
Q4 2024 Added 17.96%
$127B
$8.96 Billion 0.24% of portfolio
30,603
Q4 2024 Added 3.69%
$0
$8.97 Billion 0.24% of portfolio
205,527
Q4 2024 Reduced 1.33%
$537B
$9.08 Billion 0.24% of portfolio
17,247
Q4 2024 Reduced 3.86%
$217B
$8.94 Billion 0.24% of portfolio
30,828
Q4 2024 Reduced 8.65%
$0
$8.95 Billion 0.24% of portfolio
253,598
Q4 2024 Reduced 2.26%
$0
$8.62 Billion 0.23% of portfolio
208,529
Q4 2024 Added 0.24%
$0
$8.52 Billion 0.23% of portfolio
170,115
Q4 2024 Added 5.9%
$0
$8.54 Billion 0.23% of portfolio
53,538
Q4 2024 Reduced 8.57%
$326B
$8.61 Billion 0.23% of portfolio
51,666
Q4 2024 Reduced 3.74%
$0
$8.69 Billion 0.23% of portfolio
374,783
Q4 2024 New
$0
$8.45 Billion 0.23% of portfolio
107,542
Q4 2024 Added 1.13%
$0
$8.22 Billion 0.22% of portfolio
36,660
Q4 2024 Added 11.46%
$58.9B
$7.96 Billion 0.21% of portfolio
46,212
Q4 2024 Added 49.62%

Summary

  • Portfolio
  • No. of Stocks 1,120
  • Current Value $3.71 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 526 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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